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Management - Performance Management Assessment Sample #5





Performance Management System:

Performance Assessments that include Management:
Assessment 1 (5-point scale; IDP Comments)
Assessment 2 (3-point scale with Comments)
Assessment 3 (Manager Assessment; 360-Feedback)
Assessment 4 (3-point scale; Rating Limits)
Assessment 5 (3-point scale; Rating Limits)
Assessment 6 (5-point scale with Comments)
Assessment 7 (Comment Boxes Only; IDP)
Assessment 8 (Comment Boxes Only)
Assessment 9 (3-point scale with Letter Grade)
Assessment 10 (360-Feedback; Bonus/Merit Pay)
Assessment 11 (Core Values & Job Competencies)
Assessment 12 (4-point scale; 6 Comment Boxes)
Limiting Feature: This assessment example features a minimum and a maximum limit on responses at the extreme ends of the scale. For this example, you are limited to selecting a response of "Exceptional" to at least 3 and no more than 6 items and a response of "Unsatisfactory" to at least 3 and no more than 6 items.
Instructions:


This performance appraisal program is designed to provide a standardized method to:
  1. Provide an objective evaluation of an employee's performance and to share this feedback with the employee
  2. Assist in determining the true development needs of the employee and actions that should be taken to improve their job performance.
  3. This form is intended to ensure fair and equitable salary management. Please note that this review is one of several factors considered in salary decisions.

Employee Input

Please provide brief answers to the questions below. Your feedback is vital to us. We aim to capture all your achievements during the performance review period. The details you enter will be part of your Performance Appraisal. If you need to include any additional printed sheets, please sign, date, and submit them to your Department Head. Additionally, if someone else should contribute to this review, kindly provide their name and contact details.


Part 1: Skills and Accomplishments






  1. Please provide a comprehensive list of your significant accomplishments and any special projects you contributed to during this evaluation period. Be sure to include:
    • The objectives and goals of each project.
    • Your specific role and contributions.
    • The outcomes or results achieved.
    • Any challenges you faced and how you overcame them.
    • The skills and knowledge you applied or developed.
    This information will help us recognize your efforts and understand the impact of your work.



  2. Please detail any professional development activities you have engaged in, such as
    college courses, additional training, seminars, and trade magazine readings.



  3. What do you consider your greatest strengths in your current job?



  4. Which areas of your performance at the company do you feel need improvement?





Part 2: Job Competencies

Rating Scale:

ExceptionalPerformance consistently surpasses job requirements. Both the quality of your work and the manner in which you achieve it far exceed the standards and expectations for your position. You demonstrate exceptional competence and productivity. This high level of performance is evident throughout the year and across all critical aspects of your role.
SatisfactoryThe employee consistently shows satisfactory performance and effectively completes assigned tasks. They are fully competent in their role and perform their duties adequately. However, they may require some direction or supervision.
UnsatisfactoryThe employee consistently falls short of the performance standards expected for this role in nearly all key areas. The quality and manner of their work are below company standards and deemed unacceptable. Without significant and immediate improvement, this rating should prompt the employee to reflect on the suitability of their continued employment.
Rating Limit: Please note: You must select at least 3 but no more than 6 responses of "Exceptional" and at least 3 but no more than 6 responses of "Unsatisfactory". Once you check the 6th item with that response, the remaining unchecked options will be removed.

What you need to do

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Management

Unsatisfactory Satisfactory Exceptional
  1. Delegate tasks effectively
  1. Sets an example for others to follow
  1. Makes you feel enthusiastic about your work

Managing Risk

Unsatisfactory Satisfactory Exceptional
  1. Responds appropriately to unexplained or unanticipated events.
  1. Uses actionable data and analytics to improve risk tolerance.
  1. Recognizes that small changes may snowball into major events.

Regulatory/Compliance

Unsatisfactory Satisfactory Exceptional
  1. Conducts necessary risk assessments.
  1. Trains and coordinates activies of compliance officers.
  1. Is aware of the documents and reports needed to maintain compliance with regulations.

Partnering/Networking

Unsatisfactory Satisfactory Exceptional
  1. Hosts forums, colloquiums, and seminars to share information and ideas.
  1. Promotes the understanding of how the department affects the organization overall.
  1. Is an active member of professional associations or professional groups to stay connected with peers.

Recognition

Unsatisfactory Satisfactory Exceptional
  1. Is sincerely interested in the suggestions of co-workers
  1. Readily shares credit and gives others opportunity for visibility.
  1. Recognizes individuals for a specific outstanding achievement.

Strategic Focus

Unsatisfactory Satisfactory Exceptional
  1. Identifies areas where return on investment can be improved.
  1. Strategically positions resources to meet the needs of field based employees.
  1. Ensures that the department's goals are strategically aligned with the company's goals.

Entrepreneurship

Unsatisfactory Satisfactory Exceptional
  1. Devotes a certain amount of time and effort to developing new business opportunities.
  1. Seeks and utilizes mentors to help guide professional development.
  1. Is comfortable operating in an environment of uncertainty.

Vision

Unsatisfactory Satisfactory Exceptional
  1. Supports a positive vision for the future that increases market share and the bottom line.
  1. Able to see trends in the business environment.
  1. Develops a vision to inspire collective action.


Part 3: Individual Productivity and/or SMART Goals

Employee Comments


Supervisor Comments


Part 4: Team Productivity and/or SMART Goals

Employee Comments


Supervisor Comments